Brandy Middleton
Phone: 909-948-1608
Brandy is a Financial Services Specialist with Independent Capital Management. While working with her clients Brandy helps them to build financial strategies while seeking to minimize tax consequences. Her objective is to educate, and prepare her clients through a step by step process that will allow them to make an informed decision to proserve their financial future.
Brandy graduated with a Bachelor of Science in Sociology with a Minor in Business Management from the University of California, Irvine. She then went on to get a Certificate in Accounting at California State University, Los Angeles. Prior to starting with ICM in May 2008, she had 2 years experience as an Audit Associate with KPMG LLP. As a Financial Services Specialist with ICM, she has her 6, 63 and Life Licenses. She is also a Notary with the State of California.
Brandy enjoys giving back to her community through mentorship programs like L.A.M.P which she helped co-found in 2009. She loves to laugh and make others laugh. She also has a new passion for "Extreme Couponing"! Feel free to ask her questions, she loves to help! You can also visit her on her website at www.brandymiddletonfinancial.com. 
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
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